MQRE STUDY AND FINDINGSView all main articles
Research Reveals Major Shifts in Communication and Trust Between Financial Planners and Their ClientsDemographic shifts, economic challenges, political transitions, environmental threats, and a global pandemic have changed how financial service professionals communicate. To understand how financial planner/client communication and trust have evolved, researchers from the MQ Research Consortium and the Kansas State University Personal Financial Planning Program, with the support of the Financial Planning Association® (FPA®) and Allianz Life Insurance Company of North America (Allianz Life), renewed a 15-year-old study that examined communication best practices and how they impact the trust and commitment clients have in their planners. The research and analysis have resulted in an in-depth white paper, "Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment." (FPA website login required).
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Cleona Lira featured on the “Top 11 Ethical Financial Advisers” List
The UK's Good With Money website recently shared the "Top 11 Ethical Financial Advisers for…
MQ Team Retreat
The MQ Team recently spent a few days together on the Oregon Coast to discover…
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2022 MQ Retreat: October 26-27, 2022 | Portland, OR
2022 MQ Retreat: October 26-27, 2022 | Portland, O
Upcoming MQ FundamentalsView all MQ fundamentals
“Fundamentals of True Wealth™” Training – Hosted Training – Brentwood, TN
Gary Dean and his team at TrustCore are bringing MQ to Tennessee – registration is now open!
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Towards Aware and Values-Centered Investing
This course is designed to help financial planners gain an understanding of investment options and tools that are available to help clients truly align their financial and life plans with their values.
Introduction to Money Quotient
Learn about Money Quotient, our philosophy, our research-based True Wealth™ Planning model, and much more!
Latest from the MQ BlogView all blog posts
Financial Choices and Matters of the Heart
No matter how much or how little money you have flowing through your life,…
Your Client is an Adult – Treat Them Like One
At the end of a thorough financial planning engagement, an advisor hands their client a…
Evidence-Based Financial Planning: A Call to Action
“The scientific method provides a framework for validating the profession’s best practices so that practitioners…